Column Capital Advisors’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$222K	Sell	1,884 -92	-5%	-$10.1K	0.03%	138
2023 Q2	$212K	Sell	1,976 -34	-2%	-$3.71K	0.03%	134
2023 Q1	$220K	Sell	2,010 -206	-9%	-$22.8K	0.03%	134
2022 Q4	$244K	Sell	2,216 -709	-24%	-$76K	0.04%	109
2022 Q3	$255K	Buy	2,925 +8	+0.3%	+$730	0.05%	94
2022 Q2	$250K	Sell	2,917 -1,143	-28%	-$103K	0.05%	96
2022 Q1	$335K	Sell	4,060 -150	-4%	-$11.7K	0.06%	89
2021 Q4	$258K	Hold	4,210	–	–	0.05%	110
2021 Q3	$248K	Buy	4,210 +1,600	+61%	+$91.2K	0.05%	110
2021 Q2	$165K	Hold	2,610	–	–	0.03%	138
2021 Q1	$146K	Buy	2,610 +150	+6%	+$7.86K	0.03%	143
2020 Q4	$101K	Sell	2,460 -48	-2%	-$1.8K	0.03%	166
2020 Q3	$86K	Sell	2,508 -449	-15%	-$18.4K	0.03%	174
2020 Q2	$132K	Sell	2,957 -5	-0.2%	-$224	0.04%	125
2020 Q1	$112K	Sell	2,962 -181	-6%	-$9.99K	0.05%	111
2019 Q4	$219K	Buy	+3,143	New	+$217K	0.11%	81